Ngemva kweminyaka engu-9 yokuhweba, i-Innoscience iqoqe imali engaphezu kwezigidigidi eziyisithupha zama-yuan, futhi inani layo selifinyelele kuma-yuan ayizigidigidi ezingama-23.5. Uhlu lwabatshalizimali lude njengezinkampani eziningi: i-Fukun Venture Capital, i-Dongfang State-owned Assets, i-Suzhou Zhanyi, i-Wujiang Industrial Investment, i-Shenzhen Business Venture Capital, i-Ningbo Jiake Investment, i-Jiaxing Jinhu Investment, i-Zhuhai Venture Capital, i-National Venture Capital, i-CMB International Capital, i-Everest Venture Capital, i-Huaye Tiancheng Capital, i-Zhongtian Huifu, i-Haoyuan Enterprise, i-SK China, i-ARM, i-Titanium Capital ihole utshalomali, i-Yida Capital, i-Haitong Innovation, i-China-Belgium Fund, i-SAIF Gaopeng, i-CMB Securities Investment, i-Wuhan Hi-Tech, i-Dongfang Fuxing, i-Yonggang Group, i-Huaye Tiancheng Capital… Okumangalisayo ukuthi uZeng Yuqun we-CATL uphinde watshala ama-yuan ayizigidi ezingama-200 egameni lakhe.
Yasungulwa ngo-2015, i-Innoscience ingumholi womhlaba wonke emkhakheni we-gallium nitride yesizukulwane sesithathu esekelwe kwi-silicon semiconductor, futhi futhi iyona kuphela inkampani ye-IDM emhlabeni engakhiqiza ngobuningi ama-gallium nitride chips ane-voltage ephezulu nephansi ngasikhathi sinye. Ubuchwepheshe be-semiconductor buvame ukubhekwa njengomkhakha olawulwa ngabesilisa, kodwa umsunguli we-Innoscience ungudokotela wesifazane, futhi ungusomabhizinisi ohlanganisa izimboni ezahlukene, okuyinto eheha amehlo ngempela.
Ososayensi besifazane be-NASA bahlanganisa izimboni ukuze benze ama-semiconductor esizukulwane sesithathu
I-Innoscience inenqwaba yeziqu zobudokotela lapha.
Okokuqala ngumsunguli wezifundo zobudokotela uLuo Weiwei, oneminyaka engu-54 ubudala, ongudokotela wezibalo ezisetshenziswayo eMassey University eNew Zealand. Ngaphambilini, uLuo Weiwei wasebenza eNASA iminyaka eyi-15, kusukela kumphathi omkhulu wephrojekthi kuya kusosayensi omkhulu. Ngemva kokushiya i-NASA, uLuo Weiwei wakhetha ukuqala ibhizinisi. Ngaphezu kwe-Innoscience, uLuo Weiwei uphinde abe ngumqondisi wenkampani yocwaningo nokuthuthukiswa kobuchwepheshe besikrini esincane. “ULuo Weiwei ungusomabhizinisi wesayensi nombono osezingeni lomhlaba.” Kusho i-prospectus.
Omunye wabalingani bakaLuo Weiwei nguWu Jingang, owathola iziqu zobudokotela kwezekhemistri yomzimba e-Chinese Academy of Sciences ngo-1994 futhi usebenza njenge-CEO. Omunye umlingani nguJay Hyung Son, onolwazi lwebhizinisi kweze-semiconductors futhi oneziqu ze-Bachelor of Science ezivela eNyuvesi yaseCalifornia, eBerkeley.
Le nkampani futhi ineqembu lodokotela, okubalwa kubo uWang Can, i-Ph.D. kwiFiziksi evela ePeking University, uDkt. Yi Jiming, uprofesa eSikoleni Somthetho saseHuazhong University of Science and Technology, uDkt. Yang Shining, owayeyiphini likamongameli omkhulu wentuthuko yezobuchwepheshe kanye nokukhiqiza e-SMIC, kanye noDkt. Chen Zhenghao, owayengunjiniyela oyinhloko we-Intel, umsunguli weGuangdong Jingke Electronics kanye nowamukeli weBronze Bauhinia Star eHong Kong…
Udokotela wesifazane wahola i-Innoscience endleleni engalindelekile yokuqala, enza into abantu abaningi abangaphakathi abangayilokothi bayenze, ngesibindi esingavamile. ULuo Weiwei usho lokhu ngale nkampani entsha:
"Ngicabanga ukuthi okuhlangenwe nakho akufanele kube yisithiyo noma isithiyo ekuthuthukisweni. Uma ucabanga ukuthi kungenzeka, zonke izinzwa zakho nokuhlakanipha kwakho kuzovuleka kukho, futhi uzothola indlela yokukwenza. Mhlawumbe kwaba yiminyaka eyi-15 ngisebenza e-NASA eyangiqongelela isibindi esikhulu enkampanini yami entsha eyalandela. Kubonakala sengathi anginaso isibindi kangako ngokuhlola "ezweni elingenamuntu". Ngizokwahlulela ukuthi kungenzeka yini lokhu ezingeni lokwenziwa, bese ngikuqeda isinyathelo ngesinyathelo ngokwengqondo. Intuthuko yethu kuze kube manje ifakazele nokuthi azikho izinto eziningi kuleli zwe ezingenakufezwa."
Leli qembu lamakhono obuchwepheshe obuphezulu liqoqene ndawonye, lihlose ama-semiconductors anamandla e-gallium nitride angenalutho asekhaya. Umgomo wabo ucacile kakhulu, ukwakha isisekelo sokukhiqiza i-gallium nitride esikhulu kunazo zonke emhlabeni esisebenzisa imodeli ephelele yezimboni futhi sihlanganise ukuklama, ucwaningo nentuthuko, ukukhiqizwa kanye nokuthengisa.
Kungani imodeli yebhizinisi ibaluleke kangaka? I-Innoscience inombono ocacile.
Ukuze kufezwe ukusetshenziswa kabanzi kobuchwepheshe be-gallium nitride emakethe, ukusebenza komkhiqizo kanye nokuthembeka kuyisisekelo kuphela, futhi kudingeka kuxazululwe ezinye izindawo ezintathu ezibuhlungu.
Okokuqala yizindleko. Intengo ephansi kakhulu kumele ibekwe ukuze abantu bazimisele ukuyisebenzisa. Okwesibili ukuba namakhono okukhiqiza ngobuningi obukhulu. Okwesithathu, ukuqinisekisa ukuzinza kochungechunge lokuhlinzekwa kwedivayisi, amakhasimende angazinikela ekuthuthukiseni imikhiqizo nezinhlelo. Ngakho-ke, ithimba liphethe ngokuthi kuphela ngokwandisa amandla okukhiqiza amadivayisi e-gallium nokuba nomugqa wokukhiqiza ozimele nolawulwayo lapho amaphuzu obuhlungu okukhushulwa okukhulu kwamadivayisi kagesi kagesi e-gallium nitride emakethe angaxazululwa.
Ngokweqhinga, i-Innoscience yamukele ama-wafer angu-8-intshi kusukela ekuqaleni. Njengamanje, ubukhulu bama-semiconductor kanye nobunzima bezinqubo zokukhiqiza kukhula kakhulu. Kuwo wonke umkhondo wokuthuthukiswa kwe-semiconductor wesizukulwane sesithathu, izinkampani eziningi zisasebenzisa izinqubo ezingu-6-intshi noma ezingu-4-intshi, kanti i-Innoscience isivele iyiyona kuphela iphayona embonini yokwenza ama-chip anezinqubo ezingu-8-intshi.
I-Innoscience inamakhono amakhulu okusebenza. Namuhla, ithimba selifeze uhlelo lokuqala futhi linezisekelo ezimbili zokukhiqiza i-gallium nitride ezingamasentimitha angu-8 ezisekelwe ku-silicon. Ingumkhiqizi wamadivayisi e-gallium nitride anamandla aphezulu kakhulu emhlabeni.
Futhi ngenxa yokuqukethwe kwayo okuphezulu kobuchwepheshe kanye nolwazi olujulile, inkampani inama-patents angaba ngu-700 kanye nezicelo zama-patents emhlabeni jikelele, ahlanganisa izindawo ezibalulekile njengokuklama ama-chip, isakhiwo sedivayisi, ukukhiqizwa kwe-wafer, ukupakisha kanye nokuhlolwa kokuthembeka. Lokhu kwakuheha amehlo kakhulu emhlabeni jikelele. Ngaphambilini, i-Innoscience yabhekana namacala amathathu afakwe ngabancintisani ababili bakwamanye amazwe ngokwephulwa kwempahla yobuhlakani kwemikhiqizo eminingana yenkampani. Kodwa-ke, i-Innoscience ithe iqinisekile ukuthi izophumelela ekugcineni nangokuphelele kule mpikiswano.
Imali engenayo yonyaka odlule yayicishe ibe yizigidi ezingama-600
Ngenxa yokubikezela kwayo okunembile kwezitayela zemboni kanye namakhono okucwaninga nokuthuthukisa umkhiqizo, i-Innoscience ifinyelele ukukhula okusheshayo.
Iphrosesi ikhombisa ukuthi kusukela ngo-2021 kuya ku-2023, imali engenayo ye-Innoscience izoba yi-yuan eyizigidi ezingu-68.215, i-yuan eyizigidi ezingu-136 kanye ne-yuan eyizigidi ezingu-593, ngokulandelana, kanye nesilinganiso sokukhula sonyaka esihlanganisiwe esingu-194.8%.
Phakathi kwabo, ikhasimende elikhulu kunawo wonke le-Innoscience yi-“CATL”, kanti i-CATL inikele ngenzuzo eyizigidi eziyi-190 zama-yuan enkampanini ngo-2023, okwenza u-32.1% wemali engenayo iyonke.
I-Innoscience, engenayo yayo eqhubeka nokukhula, ayikayenzi inzuzo. Ngesikhathi sokubika, i-Innoscience ilahlekelwe yi-yuan eyi-1 billion, i-yuan eyi-1.18 billion kanye ne-yuan eyi-980 million, okuyi-yuan eyi-3.16 billion.
Ngokuphathelene nokwakheka kwesifunda, iShayina iyindawo egxile kakhulu ebhizinisini le-Innoscience, enemali engenayo eyizigidi ezingama-68, izigidi eziyi-130 kanye nezigidi ezingama-535 phakathi nesikhathi sokubika, ebalelwa ku-99.7%, 95.5% kanye no-90.2% wemali engenayo iyonke ngonyaka ofanayo.
Ukuhlelwa kwamanye amazwe nakho kuhlelwe kancane kancane. Ngaphezu kokusungula amafektri eSuzhou naseZhuhai, i-Innoscience iphinde yasungula izinkampani ezingaphansi kwayo eSilicon Valley, eSeoul, eBelgium nakwezinye izindawo. Ukusebenza nakho kukhula kancane. Kusukela ngo-2021 kuya ku-2023, imakethe yaphesheya yenkampani ibingu-0.3%, 4.5% kanye no-9.8% wemali engenayo iyonke ngonyaka ofanayo, kanti imali engenayo ngo-2023 yayicishe ibe yizigidi ezingama-58 zama-yuan.
Isizathu sokuthi kungani ingafinyelela umfutho wentuthuko esheshayo ikakhulukazi ngenxa yesu layo lokuphendula: Njengoba ibhekene nezidingo ezishintshayo zamakhasimende angaphansi emikhakheni ehlukahlukene yesicelo, i-Innoscience inezandla ezimbili. Ngakolunye uhlangothi, igxile ekulinganisweni kwemikhiqizo emikhulu, okungakhulisa ngokushesha isikali sokukhiqiza futhi kushukumise ukukhiqizwa. Ngakolunye uhlangothi, igxile ekwakhiweni okwenziwe ngokwezifiso ukuze iphendule ngokushesha ezidingweni zomsebenzi zamakhasimende.
Ngokusho kukaFrost & Sullivan, i-Innoscience iyinkampani yokuqala emhlabeni ukufeza ukukhiqizwa okukhulu kwama-wafer e-gallium nitride angamasentimitha angu-8 asekelwe ku-silicon, ngokwanda okungu-80% kokukhishwa kwe-wafer kanye nokwehla okungu-30% kwezindleko zedivayisi eyodwa. Ekupheleni kuka-2023, umthamo wokuklama ifomula uzofinyelela kuma-wafer ayi-10,000 ngenyanga.
Ngo-2023, i-Innoscience ihlinzeke ngemikhiqizo ye-gallium nitride kumakhasimende angaba yi-100 ekhaya nakwamanye amazwe, futhi ikhiphe izixazululo zomkhiqizo ku-lidar, izikhungo zedatha, ukuxhumana kwe-5G, ukushaja okusheshayo okuphezulu nokusebenza kahle, ukushaja okungenantambo, amashaja ezimoto, abashayeli bezibani ze-LED, njll. Le nkampani futhi ibambisana nabakhiqizi basekhaya nabangaphandle njenge-Xiaomi, i-OPPO, i-BYD, i-ON Semiconductor, kanye ne-MPS ekuthuthukisweni kohlelo lokusebenza.
UZeng Yuqun utshale imali eyizigidi ezingama-200 zama-yuan, kwavela i-super unicorn eyizigidigidi ezingama-23.5
I-semiconductor yesizukulwane sesithathu ngokungangabazeki iyithrekhi enkulu ebheja ngekusasa. Njengoba ubuchwepheshe obusekelwe ku-silicon busondela emkhawulweni wabo wentuthuko, ama-semiconductor esizukulwane sesithathu amelwe yi-gallium nitride kanye ne-silicon carbide aba yigagasi elihola isizukulwane esilandelayo sobuchwepheshe bolwazi.
Njengezinto ze-semiconductor zesizukulwane sesithathu, i-gallium nitride inezinzuzo zokumelana nokushisa okuphezulu, ukumelana nogesi ophezulu, imvamisa ephezulu, amandla aphezulu, njll., futhi inezinga eliphezulu lokuguqulwa kwamandla kanye nosayizi omncane. Uma kuqhathaniswa namadivayisi e-silicon, inganciphisa ukulahlekelwa kwamandla ngaphezu kuka-50% futhi inciphise umthamo wemishini ngaphezu kuka-75%. Amathemba okusetshenziswa abanzi kakhulu. Ngokuvuthwa kobuchwepheshe bokukhiqiza obukhulu, isidingo se-gallium nitride sizoletha ukukhula okukhulu.
Njengoba inethrekhi enhle neqembu eliqinile, i-Innoscience ithandwa kakhulu ngokwemvelo emakethe eyinhloko. I-capital eneso elibukhali izama ukutshala imali. Cishe yonke imijikelezo yokuxhasa ngezimali i-Innoscience iyinani elikhulu kakhulu lezimali.
Iphrosesi ikhombisa ukuthi i-Innoscience ithole ukwesekwa yizimali zezimboni zasendaweni ezifana neSuzhou Zhanyi, iZhaoyin No. 1, iZhaoyin Win-Win, iWujiang Industrial Investment, kanye neShenzhen Business Venture Capital selokhu yasungulwa. Ngo-Ephreli 2018, i-Innoscience yathola utshalomali oluvela ku-Ningbo Jiake Investment kanye neJiaxing Jinhu, olunenani lokutshalwa kwezimali elingama-yuan ayizigidi ezingama-55 kanye nenhloko-dolobha ebhalisiwe engama-yuan ayizigidi eziyizinkulungwane eziyi-1.78. NgoJulayi walowo nyaka ofanayo, iZhuhai Venture Capital yenza utshalomali oluyisu lwama-yuan ayizigidi ezingama-90 ku-Innoscience.
Ngo-2019, i-Innoscience yaqeda uxhaso lwemali oluyindilinga B lwama-yuan ayizigidi eziyizinkulungwane eziyi-1.5, kanye nabatshalizimali abahlanganisa i-Tongchuang Excellence, i-Xindong Venture Capital, i-National Venture Capital, i-Everest Venture Capital, i-Huaye Tiancheng, i-CMB International, njll., futhi yethula i-SK China, i-ARM, i-Instant Technology, kanye ne-Jinxin Microelectronics. Okwamanje, i-Innoscience inabanikazi bamasheya abangu-25.
NgoMeyi 2021, inkampani yaqeda uxhaso lwemali oluyindilinga C lwama-yuan ayizigidi eziyizinkulungwane eziyi-1.4, kanye nabatshalizimali abahlanganisa: i-Shenzhen Co-Creation Future, i-Zibo Tianhui Hongxin, i-Suzhou Qijing Investment, i-Xiamen Huaye Qirong kanye nezinye izikhungo zokutshala imali. Kulo mjikelezo woxhaso lwemali, uZeng Yuqun wabhalisela inhloko-dolobha ebhalisiwe ye-Innoscience engama-yuan ayizigidi ezingama-75.0454 nama-yuan ayizigidi ezingama-200 njengomtshalizimali ngamunye.
NgoFebhuwari 2022, inkampani yaphinde yaqeda uxhaso lwemali oluyindilinga D olufinyelela kuma-yuan ayizigidi eziyizinkulungwane ezingu-2.6, oluholwa yiTitanium Capital, olulandelwe yiYida Capital, iHaitong Innovation, iChina-Belgium Fund, iCDH Gaopeng, iCMB Investment kanye nezinye izikhungo. Njengomtshali-zimali ohamba phambili kulo mjikelezo, iTitanium Capital inikele ngaphezu kwama-20% enhlokodolobha kulo mjikelezo futhi futhi ingumtshali-zimali omkhulu kunabo bonke, itshale ama-yuan ayizigidi ezingu-650.
Ngo-Ephreli 2024, iWuhan Hi-Tech kanye neDongfang Fuxing batshale amanye ama-yuan ayizigidi ezingu-650 ukuze babe ngabatshalizimali bayo be-E-round. Iphrosesi ikhombisa ukuthi inani eliphelele lezimali ze-Innoscience lidlule ama-yuan ayizigidi eziyizinkulungwane eziyisithupha ngaphambi kwe-IPO yayo, futhi inani layo selifinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingu-23.5, okungabizwa ngokuthi i-super unicorn.
Isizathu sokuthi izikhungo zitheleke ukuzotshala imali ku-Innoscience ukuthi, njengoba uGao Yihui, umsunguli weTitanium Capital, eshilo, “I-Gallium nitride, njengohlobo olusha lwezinto ze-semiconductor, iyinsimu entsha sha. Futhi ingenye yezinsimu ezimbalwa ezingekude kakhulu namazwe angaphandle futhi cishe zizodlula izwe lami. Amathemba emakethe abanzi kakhulu.”
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Isikhathi sokuthunyelwe: Juni-28-2024